BASSWOOD CAPITAL MANAGEMENT, L.L.C.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1085393
NEW YORK, NY
Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,086,870
New position
Shares Held
30,206
first reported quarter
Ownership
0.038%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Mar 31, 2026BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $156,621,763 across 6 Capital Markets names. LPLA ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
369,259 | $60,768,953 | |
| 2 | SCHW |
Schwab Charles Corp
|
469,701 | $44,142,499 | |
| 3 | LAZ |
Lazard, Inc.
|
584,388 | $24,824,802 | |
| 4 | PWP |
Perella Weinberg Partners
|
788,737 | $14,323,463 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
30,206 | $9,086,870 | |
| 6 | MC |
Moelis & Co
|
60,968 | $3,475,176 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,086,870 | 30,206 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||